Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.7B
AUM Growth
-$815M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,210
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$29.6M
3
+$27.9M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$26.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$25.2M

Top Sells

1
+$41M
2
+$41M
3
+$37.2M
4
GLD icon
SPDR Gold Trust
GLD
+$27.5M
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$27.1M

Sector Composition

1 Technology 8.87%
2 Financials 4.75%
3 Consumer Discretionary 4.5%
4 Healthcare 4.18%
5 Consumer Staples 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$962K 0.01%
9,308
-7,121
1502
$962K 0.01%
37,945
+6,914
1503
$959K 0.01%
37,938
+5,080
1504
$956K 0.01%
24,404
-988
1505
$956K 0.01%
84,186
+5,359
1506
$955K 0.01%
12,736
-1,079
1507
$953K 0.01%
33,846
+14,692
1508
$952K 0.01%
8,225
-1,115
1509
$952K 0.01%
13,118
-2,021
1510
$950K 0.01%
60,632
-4,999
1511
$949K 0.01%
11,599
-2,338
1512
$945K 0.01%
51,458
-4,691
1513
$944K 0.01%
11,330
-515
1514
$944K 0.01%
29,454
+11,331
1515
$943K 0.01%
36,679
+83
1516
$942K 0.01%
36,535
+17,838
1517
$941K 0.01%
30,689
+1,379
1518
$940K 0.01%
102,058
-6,075
1519
$939K 0.01%
17,598
+59
1520
$939K 0.01%
+8,910
1521
$938K 0.01%
21,125
+6,066
1522
$937K 0.01%
37,252
-43,954
1523
$937K 0.01%
30,069
-7,204
1524
$936K 0.01%
19,149
+287
1525
$934K 0.01%
12,241
-24
59 60
61
62 63